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Documents

Overview

The Documents page is an optional feature designed to help administrators manage and track various documents associated with different groups within the CAG.

How to Add a Document

  1. Navigate to the Documents section within a specific group in your Project.
  2. Press the Upload File button on the left side of the page.
  3. Upload the relevant document from your device. The document preview will appear on the left side of the page.
  4. Fill in the Document Details on the right side of the page:
    • Document Name: Enter the name of the document.
    • Renewal Date: Select the renewal date for the document, if applicable.
    • Document Type: Choose the type of document from the dropdown menu. Document Types can be updated within System Settings.
    • Provider: Enter the name of the document provider.
    • Insurance Type: (optional) Select the insurance type(s) from the multiple search and select options. Insurance Types can be updated within System Settings.
  5. Press the Save Document button.
  6. The document is now added and visible in the Documents Table.

How to Edit a Document

  1. Navigate to the Documents section within a specific group in your Project.
  2. Locate the document you wish to edit in the Documents Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Edit option to open the Edit Document page.
  5. Update the document information as needed:
    • Document Name: Modify the name of the document.
    • Renewal Date: Update the renewal date for the document, if applicable.
    • Document Type: Change the type of document.
    • Provider: Update the name of the document provider.
    • Insurance Type: (optional) Update the insurance type(s) from the multiple search and select options.
  6. Press the Save Document button to apply the changes.

How to View a Document

  1. Navigate to the Documents section within a specific group in your Project.
  2. Locate the document you wish to view in the Documents Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Open Document option to open the View Document page.
  5. The document will open in a new tab in your browser.

How to Delete a Document

  1. Navigate to the Documents section within a specific group in your Project.
  2. Locate the document you wish to delete in the Documents Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Delete option, which will open a confirmation pop-up.
  5. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the document from being deleted.

How to Search and Filter Documents

To efficiently manage and locate specific documents, use the search and filter functionalities provided on the Documents page:

  1. Search Documents:

    • Use the search bar at the top of the page to enter keywords related to the document you are looking for.

  2. Filter by Document Type or Policy Type:

    • Use the filter options to narrow down the documents by document type or policy type.

  3. Navigate Through Pages:

    • Use the pagination controls at the bottom of the table to navigate through different pages of documents. Adjust the number of rows displayed per page using the dropdown menu.